FIRST TR EXCHANGE-TRADED FD VEST INVESTMENT is a security (CUSIP 33738D747) tracked across SEC portfolio filings. 63 institutional managers reported $229.9M on Form 13F as of 2026-06-30.
Showing 15 of 63 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| GUARDIAN WEALTH ADVISORS, LLC / NC | RALEIGH, NC | $40.3M | 2,058,213 |
| Aptus Capital Advisors, LLC | FAIRHOPE, AL | $40.3M | 2,058,213 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $29.7M | 1,537,625 |
| Rise Advisors, LLC | ROCHESTER, NY | $18.9M | 979,814 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $9.7M | 501,671 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $9.2M | 469,083 |
| LexAurum Advisors, LLC | OVERLAND PARK, KS | $6.1M | 318,457 |
| Steward Partners Investment Advisory, LLC | NEW YORK, NY | $5.1M | 261,384 |
| LPL Financial LLC | FORT MILL, SC | $4.4M | 224,565 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $4.3M | 221,998 |
| GREAT VALLEY ADVISOR GROUP, INC. | WILMINGTON, DE | $4.3M | 217,958 |
| SageGuard Financial Group, LLC | GOODLETTSVILLE, TN | $4.0M | 208,695 |
| Prosperity Financial Group, Inc. | San Ramon, CA | $3.9M | 203,963 |
| Delta Investment Management, LLC | SAN FRANCISCO, CA | $3.6M | 186,183 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $3.6M | 187,756 |